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Finance Advisor Assistant Jobs in Riverside, CA (NOW HIRING)

Navien, Inc.

Finance Director

Irvine, CA · On-site

$167K - $177K/yr

Support internal control initiatives and process improvement projects * Assist in implementing ... You choose-- gas, pet care, financial advisor, gym membership * Phone Allowance * Leadership Pay ...

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Ameriprise Financial

Paraplanner

Irvine, CA · On-site

$85K - $100K/yr

Support advisors in delivering a consistent client experience Trading & Transactions * Execute ... Monitor transactions and resolve discrepancies Financial Planning & Analysis * Assist in the ...

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All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Riverside, CA

Finance Advisor Assistant information

See Riverside, CA salary details

$29.7K

$56.6K

$94.9K

How much do finance advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for finance advisor assistant in Riverside, CA is $56,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $65,700.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What is a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.
More about Finance Advisor Assistant jobs
What are popular job titles related to Finance Advisor Assistant jobs in Riverside, CA? For Finance Advisor Assistant jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Finance Advisor Assistant jobs in Riverside, CA look for? The top searched job categories for Finance Advisor Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Finance Advisor Assistant jobs? Cities near Riverside, CA with the most Finance Advisor Assistant job openings:
Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,592 per year, or $27.2 per hour.

Junior Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group

Irvine, CA • On-site

$80K/yr

Full-time

Re-posted 17 days ago

Job description

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.
PRIMARY RESPONSIBILITIES:
  • Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
  • Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
  • Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
  • Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
  • Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
  • Learn and effectively use Baldwin's planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
  • Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
  • Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
  • Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients' financial plans.

KNOWLEDGE, SKILLS & ABILITIES:
  • Proficient with MS Office - Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.
  • Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.
  • Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.
  • Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.
  • Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.
  • Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

EDUCATION & EXPERIENCE:
  • Bachelor's degree in Finance, Business, Economics, Accounting or a related field preferred.
  • 3-5 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).
  • Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.
  • Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

OTHER:
  • Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.
  • Occasional travel may be required for client meetings and internal training or events.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $80,000+ annually and is negotiable at time of hire.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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